Credit Operations & Reporting Specialist
About the Company
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. The bank is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture-backed businesses. As the largest independent bank headquartered in California, Banc of California offers a broad range of loan and deposit products and services through a network of full-service branches, regional offices, and digital and nationwide capabilities. The bank also provides full-service payment processing solutions and serves the Community Association Management industry nationwide through its SmartStreet™ platform.
Banc of California is committed to supporting local communities through the Banc of California Charitable Foundation and partnerships that promote financial literacy, job training, small business support, and affordable housing. The company fosters an environment where entrepreneurial thinking is encouraged, accountability and operational excellence are expected, and team members are empowered to take ownership and make informed decisions.
About the Role
The Credit Operations & Reporting Specialist plays a key role in ensuring the operational effectiveness and reporting accuracy of Credit Operations. This individual will work closely with business process owners and the Enterprise Data team to identify opportunities for process enhancements and reporting improvements. Through data analysis, process optimization, and cross-functional collaboration, this role supports Credit Operations in strengthening credit risk management and driving operational efficiency.
Responsibilities
- Gather, analyze, and report on key credit metrics and operational Key Data Elements (KDEs).
- Detect and resolve data discrepancies to ensure accuracy and consistency across systems.
- Produce daily, monthly, quarterly, and ad-hoc reports to support Credit Operations.
- Partner with Enterprise Data and business teams to research, reconcile, and correct data integrity issues.
- Collaborate with business process owners to evaluate existing workflows and reporting structures, identifying areas for improvement.
- Contribute to initiatives focused on enhancing credit operations and reporting capabilities.
- Foster strong, collaborative relationships across departments to support operational goals.
- Perform additional responsibilities as assigned to support team and organizational objectives.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
Requirements
- 0-2 years in accounting, banking, commercial lending, or data management.
- Bachelor’s Degree in a related field, such as finance, accounting, mathematics, data management, or business administration.
- Proficient in Excel, SQL, and reporting tools (e.g., Power BI, Tableau).
- Strong analytical, interpersonal, and communication skills with the ability to convey complex information clearly.
- Skilled at managing multiple priorities and projects in a fast-paced, dynamic environment.
- Detail-oriented with excellent organizational and time management abilities.
- Ability to thrive both independently and as part of a collaborative team.
Preferred Qualifications
- Knowledge in banking processes and practices.
Benefits
- Financial Security: Eligible to participate in the company’s 401k plan with a company match and immediate vesting.
- Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family: Adoption, surrogacy, and fertility assistance, paid parental leave, and family support solutions including care options.
- Paid Time Away: Paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: Tuition reimbursement, an annual mentorship program, leadership development resources, and access to LinkedIn Learning.
Pay
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.